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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,124 | $73,546+57.9% | $63,018+84.3% | $147,586-21.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.59% | 175.56%-162.0pp | 87.62%-74.0pp | 578.59%-565.0pp |
| Employer contribution / active EE | $8,422 | $3,324+153.4% | $2,761+205.1% | $4,876+72.7% |
| Participant deferral / active EE | $5,520 | $4,185+31.9% | $3,330+65.8% | $5,439+1.5% |
| Admin fee / account holder | $140 | $5,956-97.6% | $3,601-96.1% | $10,886-98.7% |